> Datacenters are the highest-binned parts, and therefore the highest margins.
While I recognized that this is indeed the case, I'd not considered some of the recent plays that Apple has been making. Forget those Gravitons. Forget those low volume datacenter ARM chips too. Also forget those high-binned EYPC and Xeon chips.
What happens when those rackmount Mac Pro machines go to Apple silicon? Datacenters are already paying a premium for processors, but these are much better at performance-per-watt, and Apple can afford to cut the prices on the first and second generation ones to make it up in volume and then ratchet up the prices later once they've got the marketshare.
While I recognized that this is indeed the case, I'd not considered some of the recent plays that Apple has been making. Forget those Gravitons. Forget those low volume datacenter ARM chips too. Also forget those high-binned EYPC and Xeon chips.
What happens when those rackmount Mac Pro machines go to Apple silicon? Datacenters are already paying a premium for processors, but these are much better at performance-per-watt, and Apple can afford to cut the prices on the first and second generation ones to make it up in volume and then ratchet up the prices later once they've got the marketshare.